Accounts
Show "OWNER" as a Column in Family Accounts tab or Show "ACCOUNT TITLE" in the Family Accounts Tab
7
votes
Jason
shared this idea
How can we improve Redtail Technology's CRM?
Jason
shared this idea
New and returning users may sign in
We're glad you're here
Please sign in to leave feedback
Signed in as
(Sign out)
Feedback
Redtail CRM: Accounts
Categories
- Post a new idea…
- All ideas
- My feedback
- Accounts 82
- Activities 199
- Alerts and Warnings 25
- Artificial Intelligence 5
- Automations 74
- Broadcast Email 17
- Bulk Actions 25
- Calendar 174
- Client Reviews 44
- Contact Add Screen 12
- Contact Record 123
- Custom Exports 39
- Documents 28
- Email 42
- Family 29
- Integrations 62
- Keywords 2
- Know Your Client 50
- Memberships 20
- Mobile App 14
- Notes 123
- Notifications 30
- Opportunities 41
- Other 74
- Reports, Exports & PDFs 75
- Retriever Cloud 3
- Search, QuickLists & Tag Groups 35
- Seminar 12
- Settings & Preferences 46
- Templates 8
- Timeline 8
- Today's Overview 26
- Workflows 122
Feedback and Knowledge Base
-
Searching…
No results.
Clear search results
-
Give feedback
- Redtail CRM 1,671 ideas
- Redtail Email 7 ideas
- Redtail Imaging 46 ideas
- Redtail Speak 41 ideas
-
Redtail Technology